Legacy Financial Advisors, Inc.

SEC CIK: 0001730810
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

MSFT holding history

Microsoft Corp in every 13F filed by Legacy Financial Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overview All 13F holders of MSFT Full Q2 2026 holdings

Shares (Q2 2026): 39,173
Value: $14.6M
% of portfolio: 1.8%
Quarters held: 22; Since Q1 2021

Holdings of MSFT by Legacy Financial Advisors, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	39,173	$14.6M	1.8%	+4,101+11.7%	Added	Holders
Q1 2026	35,072	$13.0M	1.8%	−73−0.2%	Reduced	Holders
Q4 2025	35,145	$17.0M	2.4%	−713−2.0%	Reduced	Holders
Q3 2025	35,858	$18.6M	2.6%	+650+1.8%	Added	Holders
Q2 2025	35,208	$17.5M	2.7%	+970+2.8%	Added	Holders
Q1 2025	34,238	$12.9M	2.1%	−1,117−3.2%	Reduced	Holders
Q4 2024	35,355	$14.9M	2.5%	+1,803+5.4%	Added	Holders
Q3 2024	33,552	$14.4M	2.4%	−449−1.3%	Reduced	Holders
Q2 2024	34,001	$15.2M	2.7%	+685+2.1%	Added	Holders
Q1 2024	33,316	$14.0M	2.5%	+1,722+5.5%	Added	Holders
Q4 2023	31,594	$11.9M	2.3%	+1,845+6.2%	Added	Holders
Q3 2023	29,749	$9.39M	1.9%	+1,954+7.0%	Added	Holders
Q2 2023	27,795	$9.47M	1.8%	+1,987+7.7%	Added	Holders
Q1 2023	25,808	$7.44M	1.5%	+138+0.5%	Added	Holders
Q4 2022	25,670	$6.16M	1.3%	+5,212+25.5%	Added	Holders
Q3 2022	20,458	$4.76M	1.1%	+500+2.5%	Added	Holders
Q2 2022	19,958	$5.13M	1.3%	−1,595−7.4%	Reduced	Holders
Q1 2022	21,553	$6.64M	1.5%	+1,662+8.4%	Added	Holders
Q4 2021	19,891	$6.69M	1.5%	+1,615+8.8%	Added	Holders
Q3 2021	18,276	$5.15M	1.3%	+1,654+10.0%	Added	Holders
Q2 2021	16,622	$4.50M	1.1%	−195−1.2%	Reduced	Holders
Q1 2021	16,817	$3.96M	1.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.